Youdao
30 hedge funds and large institutions have $103M invested in Youdao in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.
655% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $321K
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
0% more funds holding
Funds holding: 30 → 30 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less capital invested
Capital invested by funds: $104M → $103M (-$708K)
1.65% less ownership
Funds ownership: 44.82% → 43.17% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Walleye Capital
New York
|
+$1.01M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$655K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$556K |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$516K |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$5.26M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$955K |
| 3 |
Norges Bank
Oslo,
Norway
|
-$715K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$457K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$322K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $1.53K | +$1.65K | +200 | New |
|
|
EWA
27
EverSource Wealth Advisors
Birmingham,
Alabama
| $702 | -$717 | -87 | -49% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $671 | -$49 | -6 | -6% |
|
|
CA
29
CoreCap Advisors
Southfield,
Michigan
| $465 | +$503 | +61 | New |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $382 | – | – | – |
|
|
31
Norges Bank
Oslo,
Norway
| – | -$715K | -96,600 | Closed |
|
32
Jane Street
New York
| – | -$119K | -16,020 | Closed |
|
33
Millennium Management
New York
| – | -$117K | -15,760 | Closed |
|
34
Russell Investments Group
London,
United Kingdom
| – | -$97K | -14,020 | Closed |
|
35
Goldman Sachs
New York
| – | -$77.9K | -10,533 | Closed |
|
|
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$64.9K | -8,777 | Closed |
|
|
SS
37
SBI Securities
Tokyo,
Japan
| – | -$148 | -20 | Closed |
|
DAO Hedge Fund Activity: Q1 2025 in Review
30 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q1 2025, worth a combined $103M — down 0.68% from $104M a quarter earlier.
Fund positioning in DAO was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Walleye Capital, adding an estimated $1.01M. The largest seller was Orbis Allan Gray, cutting an estimated $5.26M.
- 30 institutional investors held Youdao (DAO) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $103M of Youdao stock for Q1 2025, down 0.68% quarter-over-quarter.
- 7 funds opened new Youdao positions in Q1 2025 and 7 closed out, a net change of 0 holders.
- The largest Youdao buyer in Q1 2025 was Walleye Capital, an estimated $1.01M added.
- The largest Youdao seller in Q1 2025 was Orbis Allan Gray, an estimated $5.26M sold.
Based on aggregated 13F filings for Q1 2025.